Wisconsin Ufcw Unions And Employers Health Plan — Form 5500 plan (Board Of Trustees Wi Ufcw Unions And Employers Health Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wisconsin Ufcw Unions And Employers Health Plan is a benefit plan reported by Board Of Trustees Wi Ufcw Unions And Employers Health Plan under EIN 39-0979166 and plan number 501. The latest loaded filing year is 2023. The filing reports 206 participants and $4,468,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Wi Ufcw Unions And Employers Health Plan
- EIN
- 39-0979166
- Plan number
- 501
- Plan type
- 1
- Location
- Greendale, WI
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $4,468,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20250915171731NAL0002140128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,468,193
- Total liabilities (EOY)
- $595,754
- Net assets (EOY)
- $3,872,439
- Net assets (BOY)
- $2,987,724
Income & contributions
- Employer contributions
- $3,955,442
- Participant contributions
- $1,430
- Total contributions
- $3,956,872
- Total income / additions
- $4,196,952
Expenses & distributions
- Benefits paid
- $2,993,691
- Administrative expenses
- $318,546
- Total expenses
- $3,312,237
- Net increase / (decrease)
- $884,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Wisconsin | NONE | $99,838 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $92,475 | not reported in the loaded dataset | 2023 |
| Jacobs, Burns Et Al | NONE | $55,981 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $47,942 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $42,500 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $19,873 | not reported in the loaded dataset | 2023 |
| Payd Health LLC | NONE | $17,867 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Wisconsin | NONE | $12,229 | not reported in the loaded dataset | 2023 |
| Care Management Solutions Inc. | NONE | $11,205 | not reported in the loaded dataset | 2023 |
| Prime Therapeutics Management, LLC | NONE | $9,610 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Wi Ufcw Unions And Employers Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Greendale, WI
- Blue Cross Blue Shield Of Wisconsin — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Jacobs, Burns Et Al — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Payd Health LLC — Schedule C compensation
- Delta Dental Of Wisconsin — Schedule C compensation
- Care Management Solutions Inc. — Schedule C compensation
- Prime Therapeutics Management, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation